Senior Analyst

Equiteq•Boston, MA

12h•$110,000 - $125,000•Onsite

About The Position

Equiteq is seeking a Senior Analyst in Boston with 18+ months of M&A or transaction services experience to take ownership of sell-side mandates in the knowledge economy. Equiteq is a global middle-market boutique investment banking firm specializing in M&A and strategic advisory services for the IT/Digital Services, Consulting, and other knowledge-intensive sectors. The firm has offices in New York, Boston, Atlanta, London, Singapore, and Sydney, and is recognized as a global M&A authority in the knowledge economy. Equiteq focuses on sector specialization, building deep client relationships to facilitate growth and value realization. The company is looking for individuals committed to excellent client service, continuous personal and professional development, and contributing to the firm's reputation as a leading advisor. This role offers an experienced analyst the chance to become a key contributor to a busy deal team, taking ownership of critical workstreams throughout the M&A process and developing client-facing and leadership skills necessary for advancement to an Associate position. As a Senior Analyst, you will have substantial responsibility, opportunities for career progression, client interaction, and the chance to work on a global scale.

Requirements

18+ months of experience in M&A, investment banking, or transaction services (e.g., financial due diligence), with exposure to live deal execution.
Exemplary academic record and demonstrated commitment to achievement.
Strong financial modeling and analytical skills, with a solid understanding of financial accounting and concepts like quality of earnings/due diligence.
Demonstrable intent to drive excellence through rigor and attention to detail in all work tasks.
Highest quality communication skills, both with clients and internal teams.
Excellent industry analysis capabilities and the ability to extract trends and insights from primary data.
Proficiency with MS Office applications.
Qualification to degree level in Business, Finance, Economics, or a related field.

Nice To Haves

Knowledge of specific investment banking databases (e.g., CapitalIQ, Pitchbook).
FINRA Series 63 and 79 desired, but not essential.

Responsibilities

Lead research and prepare presentations that identify and explain industry trends, shaping the sector narrative for pitches and live mandates.
Own the preparation of confidential operating and transactional models, information memorandums, presentations, and marketing documents to support sale transactions.
Take a leading role in the execution of mergers & acquisition advisory mandates, managing all aspects of transaction workstreams including marketing, buyer outreach, due diligence, project management, and coordination.
Identify, build, and maintain relationships with prospective and existing clients, serving as the primary day-to-day contact for clients and buyers during live processes.
Review the work of Analysts and interns, providing mentorship and setting the standard for quality and accuracy within the deal team.